Advisory Resource Group’s Cummins CMI Stock Holding History

Advisory Resource Group’s Portfolio CMI Stock Details CMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.7M	Sell	12,196 -58	-0.5%	-$38.2K	1.31%	17
2026 Q1	$6.59M	Sell	12,254 -547	-4%	-$310K	1.13%	21
2025 Q4	$6.53M	Sell	12,801 -1,153	-8%	-$539K	1.15%	23
2025 Q3	$5.89M	Sell	13,954 -1,750	-11%	-$671K	1.06%	29
2025 Q2	$5.14M	Buy	15,704 +1,023	+7%	+$317K	0.99%	33
2025 Q1	$4.6M	Buy	14,681 +698	+5%	+$246K	0.94%	34
2024 Q4	$4.87M	Sell	13,983 -1,345	-9%	-$473K	1.03%	28
2024 Q3	$4.96M	Buy	15,328 +155	+1%	+$45.9K	1.06%	25
2024 Q2	$4.2M	Buy	15,173 +485	+3%	+$139K	0.95%	35
2024 Q1	$4.33M	Buy	14,688 +839	+6%	+$216K	0.99%	25
2023 Q4	$3.32M	Buy	13,849 +545	+4%	+$124K	0.83%	38
2023 Q3	$3.04M	Buy	13,304 +524	+4%	+$127K	0.82%	32
2023 Q2	$3.13M	Buy	+12,780	New	+$2.89M	0.85%	27

Other funds holding CMI

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return